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Boston Trust Walden’s W.R. Berkley WRB Stock Holding History

Boston Trust Walden’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-169,644
Closed -$4.26M – 385
2019
Q1 		$4.26M Sell
169,644
-329,451
-66% -$7.77M 0.06% 239
2018
Q4 		$10.9M Buy
499,095
+46,507
+10% +$1.05M 0.17% 165
2018
Q3 		$10.7M Buy
452,588
+10,244
+2% +$233K 0.15% 183
2018
Q2 		$9.49M Buy
442,344
+26,338
+6% +$586K 0.14% 187
2018
Q1 		$8.96M Sell
416,006
-361
-0.1% -$7.53K 0.14% 192
2017
Q4 		$8.84M Buy
416,367
+11,131
+3% +$227K 0.13% 198
2017
Q3 		$8.01M Buy
405,236
+66,433
+20% +$1.33M 0.12% 198
2017
Q2 		$6.94M Buy
338,803
+14,499
+4% +$293K 0.11% 205
2017
Q1 		$6.79M Sell
324,304
-4,036
-1% -$83K 0.11% 205
2016
Q4 		$6.47M Buy
328,340
+10,567
+3% +$190K 0.1% 206
2016
Q3 		$5.44M Sell
317,773
-3,902
-1% -$67.5K 0.09% 212
2016
Q2 		$5.71M Buy
+321,675
New +$5.35M 0.1% 213

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Trust Walden's WRB Position: Q2 2019 in Review

Boston Trust Walden sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 169,644 shares — an estimated $4.26M sold.

Boston Trust Walden first reported a position in WRB in Q2 2016 and held it in 12 quarters. The position peaked at $10.9M in Q4 2018. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

  • Boston Trust Walden reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
  • Boston Trust Walden sold 169,644 W.R. Berkley shares in Q2 2019, an estimated $4.26M.
  • Boston Trust Walden first reported a position in W.R. Berkley in Q2 2016 and held it in 12 quarters.
  • Boston Trust Walden's W.R. Berkley position peaked at $10.9M in Q4 2018.
  • 414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Boston Trust Walden's 13F filing for Q2 2019, filed 25 Jul 2019.